Wealth Management Business Unit Head
2 weeks ago
**Business Responsibilities
- Report directly to the SG GTJA CEO and HK WM Regional Business Head.
- Responsible for growing the Wealth Management franchise business in Singapore to provide offshore customers with alternative geographical locations to diversify, trade and booked assets in Singapore.
- Formulate and implement the acquisition, growth strategies for HNW clients to cover Greater China and South East Asia market.
- Lead the team to build the infrastructure of services platform to achieve business targets.
- Work with first line of defense and other departments in managing non-financial risks to HNW clients.
- Formulate asset growth and offshore asset strategies for HNW clients.
- Coordinate with the HK WM relationship managers, to facilitate client’s demand in offshore asset allocation and resolve issues arising from the account/trade booking in SG.
- Work closely with Product Marketing and relevant Support functions to offer suitable products and services to meet clients’ needs
**Non-Business related responsibilities**
- Responsible for approval of all offshore and onshore customer accounts opened with Singapore for trading and/or asset allocation for HNW customers
- Responsible for the supervision of all trades and/or transactions originating from offshore customers into Singapore
- Responsible for overseeing and supervising the trading activities of the dealer and ensuring
- compliance with laws, rules and regulations
- Responsible for ensuring all outsourcing activities performed for SG booking center is in accordance to the agreed Service Level Agreement
- Responsible for the governance and internal control pertaining to the WM business in SG booking center
- Keeping up to date of all relevant local regulatory requirements, policies and developing internal procedures with relevant stakeholders.
- Any ad hoc projects/tasks as assigned by the SG CEO or HK WM Regional Business Head
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